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Create project intake rows from new CRM leads

Create project intake rows from new CRM leads

Your CRM lead entries don't reach project intake, creating onboarding delays and unclear owners. They land in a central intake table so project managers can triage and assign same day.

Create project intake rows from new CRM leads

Overview

New CRM leads often never make it into project intake, which stalls onboarding and wastes capacity. This flow captures lead details into a centralized intake table so project managers can triage and assign same day, reducing handoff lag and improving launch readiness.

Create project intake rows from new CRM leads